SÃO PAULO (BRAZIL): Embraer, a global leader in the aerospace industry, reached revenues of US$1.4 billion in the first quarter of 2026, the highest level the company has ever achieved in a first quarter.
The result represents a 31% year-over-year (yoy) increase, driven mainly by Defense & Security and Commercial Aviation.
The company also reported adjusted EBIT of US$94 million for the period, with a margin of 6.5% (versus 5.6% a year earlier), reflecting a continued strong focus on efficiency. Adjusted net income totaled US$27.7 million, compared with US$50 million in the same quarter of 2025.
Net income attributable to shareholders and net income per ADS (American Depositary Shares) were US$33.4 million and US$0.1856, respectively, versus US$73.4 million and US$0.3997 a year earlier.
Regarding investments, Embraer reported US$98.8 million in the period, up from US$88.2 million in the first quarter of 2025. Including investments in Eve, the total reached US$148.6 million, also above the US$124.5 million reported in the same quarter of 2025.
Performance by business unit: A standout in the first quarter, Defense & Security generated revenues of US$227 million, an increase of 63% year-over-year. The performance reflected stronger KC-390 revenue recognition due to customer mix and product stage, as well as increased production rates of the A-29 Super Tucano.
Gross margin increased from 12.3% to 26.8% yoy, while the adjusted EBIT margin rose from -1.6% to 17% yoy, supported by the positive impact of one-time items.
Commercial Aviation also stood out, with quarterly revenues of US$293 million, a 45% increase yoy, mainly reflecting higher volumes and pricing. In Executive Jets, revenues totaled US$418 million in the quarter, 30% higher than in the same period of 2025, driven by higher volumes and product mix.
Meanwhile, Services & Support recorded revenues of US$490 million in the quarter, representing 15% growth compared with last year, supported by higher volumes across all segments, particularly Defense & Security.
Deliveries and backlog: Embraer delivered 44 aircraft in the first quarter of 2026, a 47% increase compared with 30 aircraft delivered in the opening quarter of 2025, reflecting progress in production leveling efforts. The company’s backlog reached US$32.1 billion, up 22% yoy, marking its sixth consecutive all‑time high.
A global aerospace company headquartered in Brazil, Embraer has businesses in Commercial and Executive aviation, Defense and Security, and Agricultural Aviation. The company designs, develops, manufactures, and markets aircraft and systems, providing Services and Support to customers after-sales.
Since it was founded in 1969, Embraer has delivered more than 9,000 aircraft. On average, about every 10 seconds an aircraft manufactured by Embraer takes off somewhere in the world, transporting over 145 million passengers a year.
Embraer is the leading manufacturer of commercial jets with up to 150 seats and the main exporter of high- value-added goods in Brazil. The company maintains industrial units, offices, service, and parts distribution centers, among other activities, across the Americas, Africa, Asia, and Europe.
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